Skip to content
Disclosery

Accordant Advisory Group Inc: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accordant Advisory Group Inc on PHYS, newest first. How the timeline and the estimate are built.

Accordant Advisory Group Inc held 380,102 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,102 shares
    Change vs previous 13F +1,410 shares

    7.73% of the 13F portfolio, value $11,467,678.

    13F-HR 0002013499-26-000003 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 378,692 shares
    Change vs previous 13F +18,975 shares

    8.31% of the 13F portfolio, value $13,420,845.

    13F-HR 0002013499-26-000002 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 359,717 shares
    Change vs previous 13F -14,801 shares

    8.2% of the 13F portfolio, value $11,877,856.

    13F-HR 0002013499-26-000001 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 374,518 shares
    Change vs previous 13F +3,087 shares

    7.55% of the 13F portfolio, value $11,093,224.

    13F-HR 0002013499-25-000009 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 371,431 shares
    Change vs previous 13F +35,343 shares

    7.01% of the 13F portfolio, value $9,415,776.

    13F-HR 0002013499-25-000007 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 336,088 shares
    Change vs previous 13F +57,017 shares

    7.91% of the 13F portfolio, value $8,086,278.

    13F-HR/A 0002013499-25-000003 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 279,071 shares
    Change vs previous 13F +27,690 shares

    5.42% of the 13F portfolio, value $5,620,490.

    13F-HR 0002013499-25-000001 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 251,381 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $5,123,145.

    13F-HR 0002013499-24-000004 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).